Learn what’s new in the Intuit Accountant Suite beta

Introducing Intuit Accountant Suite: manage your firm, clients, and team all in one AI-powered suite, now in beta. This platform delivers tools to boost efficiency, streamline operations, and gain new insights so you can grow with confidence.

Your Primary Admin of QuickBooks Online Accountant has chosen to enroll your entire firm in the beta pilot of Intuit Accountant Suite. If you decide the timing isn't right, your primary admin can switch back to QuickBooks Online Accountant at any time.

Features available in this beta:

• A new, role-based dashboard with customizable widgets that surface the most important daily insights, tasks, and reminders for each team member. See alerts for disconnected bank feeds and data connection issues so you’ll know you’re working with the most up-to-date data every day.
• Personalized recommendations of the right Intuit solutions for your clients based on their  behavior and needs. 
• Fast client service delivery. Whether you have 10 clients or 10,000, get a responsive experience that loads quickly. 
• Early access to the newest features as they become available

Overview of the navigation menu

You'll notice some things look different, but the basics you know aren’t changing.

Move around the Intuit Accountant Suite by hovering over options in the navigation menu on the left side. Select the option you want from the pop-up menu, or select the icon itself if no menu appears.

• +Create: Find quick actions such as adding clients, products, tasks, and team members.
• Dashboard: When you sign in, you’ll see the Dashboard which gives you a high-level view of your practice. You’ll find customizable widgets that offer key insights, such as which clients have disconnected bank accounts or app issues, and product updates.
• Apps: Hover your cursor over the Apps option to see all of your Operation and Services hubs. Most of these pages should look familiar, but have moved here or may be renamed. Here are a few notable pages under Apps.
  • Clients: See the overview of your clients list and add new clients in this hub. Pages include your Client list, where you can Add New Clients and Client invitations, where you can manage access.
  • Team: See and manage your firm’s team members in this hub. Pages include Users, Roles, and Certifications.
  • ProAdvisor: See your available training and benefits of ProAdvisor.
  • Work: This hub lets you create and track work projects and important tasks for your practice. Pages include Projects and All tasks.
  • Service Delivery: Preview new capabilities coming soon to the platform, including Client Insights and Books Close and share your interest in joining future betas.

You’ll find other options at the top of the Intuit Accountant suite window. 

• Jump into client books: Find and sign in to any of your client's books quickly by selecting the dropdown list. 
• Search: Use the search bar to find data like transactions, clients, new actions, reports, accounts, and help topics. 
• Settings : See everything regarding client and firm subscriptions.

Manage your bookmarks

To add, remove, or sort pages in the bookmarks menu, hover over Bookmarks and select Edit ✎.

To add the page you’re on to that list, you can select + Bookmark current page. To remove or rename an individual bookmark, go to that page, then hover over Bookmarks and select Edit bookmark for this page.

Can I switch back to my previous QuickBooks Online Accountant experience?

Yes, if the time isn't right, your firm can switch back to QuickBooks Online Accountant. Your firm can rejoin Intuit Accountant Suite at any time. The Primary Admin of your QuickBooks Online Accountant console is the only one who can perform these actions. We encourage you to take a quick tour to see firsthand the new benefits this experience offers. All of your data and settings will be retained. None of your data is moving, migrating, or changing.

Note: While you can switch back to QuickBooks Online Accountant at any time, once you’ve consolidated multiple accounts in Intuit Accountant Suite, you can’t separate them if you return to QuickBooks Online Accountant.

To switch back to the previous QuickBooks Online Accountant. experience:

1. Go to Settings .
2. Select the Opt out button.

To switch to the new Intuit Accountant Suite experience:

3. Go to Settings .
4. Select the Join button.
5. Fill out the required fields, then select Join.

And please leave some feedback. We value your insights and are always looking for ways to improve our product for you.